Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Sell
1,304
-86
-6% -$25.3K 0.02% 302
2025
Q1
$370K Hold
1,390
0.02% 293
2024
Q4
$350K Hold
1,390
0.02% 327
2024
Q3
$306K Buy
1,390
+90
+7% +$19.8K 0.02% 341
2024
Q2
$224K Hold
1,300
0.01% 368
2024
Q1
$246K Hold
1,300
0.01% 363
2023
Q4
$233K Hold
1,300
0.01% 363
2023
Q3
$209K Buy
+1,300
New +$209K 0.01% 365